See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,931 | $72,277-86.3% | $101,248-90.2% | $79,858-87.6% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 13.61% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $441 | $3,282-86.6% | $4,370-89.9% | $3,740-88.2% |
| Admin fee / account holder | $84 | $4,400-98.1% | $5,945-98.6% | $5,306-98.4% |